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Available Legacy Standard ANALYTICS Reports

The legacy Standard Reports available in Chrome River cover a wide range of criteria to help you quickly and easily interpret data. Below are descriptions of each report, including lists of the filters and groups you can use to sort the data. Note that not all the reports listed may be in use by your organization, and only reports in use by your organization will be displayed in the Standard Reports tab for you.

  • For details on the standard reports available in our new solution, Emburse Analytics, click here.

EXPENSE Standard Reports

    • Approvers: A list of approved expense reports, assignees and approvers.
    • Car Plan Modifier: Generate a complete list of Car Plans with modifiers defined in your organization's configuration.
    • Cash Advance Balance: Tracks cash advances, including user information, amount applied, amount advanced and the balance.
    • Cash Advance Transaction:Lists all of your organization's cash advance transactions.
    • Compliance Dashboard: At-a-glance display of the number of line-item compliance issues and submit compliance issues in the last 12 months. Clicking on the number of issues in a certain period runs a detailed report (HTML or Excel), including such data as Office, Approval Status, Last Approver, Date, Amount and Notes, depending on the type of compliance issue selected. This allows users to track frequent compliance violators.
    • Credit Card Reconciliation: Detailed information about credit card transactions and whether or not they have been attached to an expense report.
    • Credit Card Statements Reconciliation Detail:Detailed list providing the status of all expense lines that belong to a statement.
    • Credit Card Statements Reconciliation Summary:Summary list providing the status of all expense lines that belong to a statement.
    • Departed People: List of unpaid and not-yet-exported expense reports (and cash advances, if applicable) of an expense owner whose account has been deleted from Chrome River.
    • DIRECT PAY Reconciliation: Shows which DIRECT PAY transactions were successfully exported, the amount being paid, and who is being paid. For best results, include more than one day in the date range.
    • Duplicate Expenses:List of expense reports within the selected transaction date range that contain identical line-item expenses, based on all of the following criteria:
    • Expense Owner
    • Transaction Date
    • Expense Type
    • Amount Spent
    • Currency Code Spent

All of the above criteria must match for the expenses to be considered duplicates. For example, if the expense owners are different, they will not be considered duplicates.

Duplicate items appear as pairs. If there are three line items duplicated, they will appear as two pairs (rows) in the report.

Note: This report compares duplicates across different expense reports, not duplicates found on the same expense report.

  • Entities: List of people who have a specified entity-type role.
  • Entity Listing: List of existing entity types and code values.
  • Expense Analysis: List of all expenses within a specified date range.
  • Receipts Only: This output format allows you to view and open all the receipt images associated with the results of the Expense Analysis Standard Report without having to run the report. It will collect and display all associated images in a PDF. Each image will have a header that lists the Report ID and line number of the expense report that the image is associated with, as well as the number of pages that the image occupies and which page you are viewing (for example, Page 3 of 6).
  • Expense Compliance: See which line-item compliance and header submit-compliance rules fired for the selected set of expense reports.
  • Expense Report Tracking:Lists approval tracking information for submitted expense reports.
  • Export Listing:List of expense items that have completed the approval process and are awaiting export.
  • Export Totals: Lists the line items that have been exported.
  • Firm Paid Changes:Shows transactions in which the user has changed expense types—for example, updating the original expense type from Airfare to Taxi.
  • Open Approvals: Approvers can see all items or reports that have been pending approval for more than a certain period.
  • Paid Expenses: List of all expenses that have been paid.
  • Personal Card Billing Details: Show supporting detail for monthly personal credit card billable units.
  • Personal Matter Report: Lists all personal matters loaded within a specified date range.
  • Pre-Approval Request Tracking: Search all pre-approvals by Report ID, Expense Owner, Approver, Status and/or Submit Date.
  • Submitted Reports: Lists all reports that have been submitted.
  • Transactions Not Exported: Lists all credit card transactions that have not yet been exported.
  • Travel Data Analysis:Lists all of the organization's travel-data transactions.
  • Travel Merge: Displays the travel data transactions that have merged with expense report line items, as well as those that did not merge.
  • Unsubmitted Reports: Lists all reports that have not yet been submitted.

INVOICE Standard Reports

    • Accounts Payable Accrual:Companies that utilize accrual accounting can use this report to determine if and how much they need to accrue at month-end for in-process invoices. If you choose to use this report for creating your financial accrual transactions, you can discuss the options with your contact on Chrome River's Implementation team.
    • Allocation Summary: Companies that want to specify GL or non-billable matter/project “account owners” (i.e., the person who has budget responsibility) can generate this report to show all the invoice line items that have been expensed to these accounts during a specified period. Your Chrome River Implementation Team contact can help you configure your data feed setup to take advantage of this report.
    • Canceled Invoices: Allows users to filter for canceled invoices by a variety of criteria, as well as see who canceled the invoice, when it was canceled, and what the cancellation reason was.
    • Compliance: This report finds any compliance warnings issued for invoices, and it displays who received the warning and what response was provided. Internal Audit and AP managers will find this report useful for identifying common compliance issues and how they are resolved.
    • Deleted Invoices: This report gives basic details on invoices that have been completely removed from the system.
    • Duplicate Invoices: Finds any duplicate invoices in the system, based on all of the following criteria:
    • Invoice Dates are equal AND Invoice Numbers are equal AND Invoice Amounts are equal
    • Invoice Amounts are equal AND Vendors are equal

If either conditions 1 or 2 are met between invoices, they will all appear on the report. Drafts and deleted invoices will not appear in the results.

Duplicate items appear as pairs. If three criteria are duplicated, they will appear as two pairs (rows) in the report.

  • Export Listing: List of invoices that have completed the approval process and are awaiting export.
  • Export Totals: List of invoices that have been exported.
  • Invoice Cycle Times: View average cycle times for submitted invoices. Easily compare values for current month (based on Invoice Date), last month, and monthly average for last three months.
  • Invoice Header Analysis: List of all invoices within a specified date range with details.
  • Invoice/PO Mismatch Exceptions: List of Invoice/PO mismatch exceptions for Unit Price or Quantity for submitted invoices. Exceptions are implemented as Line Item Compliance rules. Easily compare values for current month (based on Invoice Date), last month, and average monthly exception count for the last three months
  • Invoice Throughput By Group: List of invoices approved or returned by AP Group. Easily compare values for current month (based on step approval date), last month, and average count for the last three months.
  • Invoice Vendor Process Time: View average invoice-processing time by vendor. Processing time is defined as the number of calendar days between the Invoice Date and the Approved Date.
  • Invoices By Vendor:This report allows you to generate a report containing a complete list of invoice vendors with addresses.
  • Invoices By Vendor - Email: This report allows you to automatically update vendors on the status of their invoices on the schedule you select.
  • Item Aging: Four subreports that Finance and AP managers can use to monitor invoice transaction volume. Each subreport sorts invoices into “age buckets” to show how old they are. The user can click the number of invoices in a bucket to see all of them in a list, then click any invoice to view it.
  • Invoices Recently Submitted (Approved or Returned): Number and ages of aggregated invoices submitted by a user (either approved or returned)
  • Invoices Currently Pending: Number and ages of all invoices currently pending and assigned to either an individual or a group
  • Draft (Unsubmitted) Invoices: Number and ages of draft invoices created by a user
  • Created/Submitted Invoices: Number and ages of invoices created and submitted by a user
  • Line Item Analysis: Allows billing departments to find pending invoices with line items allocated to billable matters in order to expedite invoice processing and billing.
  • Open Approvals: Approvers can see all invoices that have been pending approval for more than a certain period.
  • Paid Invoices: User can specify a check number to find online copies of the invoice(s) associated with that check.
  • Special Handling: Lists invoices that have the Special Handling box checked.

PURCHASE ORDER Standard Reports

  • Accounts Payable Accrual: For firms that utilize accrual accounting, this report allows them to determine if and how much they need to accrue at month end for in-process purchase orders.
  • Commitments: Allows Finance and Procurement/Purchasing managers to report on approved PO spend, invoiced spend, and the outstanding committed spend per PO. Users can review the invoice data against an approved purchase order, down to the line item.
  • Compliance: Displays compliance warnings, messages, and responses for purchase orders that have generated header-level or line-item-level compliance warnings.
  • Item Aging: Four subreports that Finance and AP managers can use to monitor purchase order transaction volume. Each subreport sorts purchase orders into “age buckets” to show how old they are. The user can click the number of purchase orders in a bucket to see all of them in a list, then click any purchase order to view it.
  • Purchase Orders Recently Submitted (Approved or Returned): Number and ages of aggregated purchase orders submitted by a user (either approved or returned)
  • Purchase Orders Currently Pending: Number and ages of all purchase orders currently pending and assigned to either an individual or a group
  • Draft (Unsubmitted) Purchase Orders: Number and ages of draft purchase orders created by a user
  • Created/Submitted Purchase Orders: Number and ages of purchase orders created and submitted by a user
  • Line Item Analysis: Used by Finance/Purchasing to find pending purchase orders with line items assigned any kind of allocation.

AUDIT Standard Report

  • Allocations: View the history of changes made via the Allocations Admin screen.

  • Entity: View the history of changes made via the Entity Admin screen, including new, edited and deleted records.

  • Entity Type: View the history of changes made via the Entity Type Admin screen, including new, edited and deleted records.

  • Expense Transaction Changes: View the history of changes made for expense transactions, including reassignments, edits and deletions.

  • Invoice Vendor Process Time: View average invoice-processing time by vendorto analyze trends, see which vendors take longer to process invoices, and drill down to specific invoice data. Processing time is defined as the number of calendar days between the Invoice Date and the Approved Date

  • Matter and Matter Client: View the history of changes made via the Matter screen, including new, edited and deleted matter or matter client records.

  • Person: View the history of changes made via the Person screen, including a comprehensive list of new person records added to the system and person records updated or deleted from the system.

  • Person Entity: View a comprehensive list of new edited/deleted person entity records.

Reference Standard Reports

  • Allocation Report:List of your organization's allocations.
  • Car Plan Configuration:Generate a complete list of Car Plans with modifiers defined in your organization's configuration.
  • Car Plan Cumulative Distance: View cumulative distance traveled by user.
  • Delegate Report: List of users and their active delegates.
  • Entities:List of people who have a specified entity-type role.
  • Entity Listing:List of existing entity types and code values.
  • Invoice Customer Address:List of customer addresses.
  • Invoice GL:Lists all of your organization's Invoice GLs.
  • Invoice Vendor: List of all Invoice Vendors with their addresses.
  • Message Listing: Lists all system messages, including routing messages and compliance warnings and violations.
  • Person Report: Lists all users in the Chrome River system.
  • Tax Codes:List of invoice tax codes, including rate and date range in which the rates are active.
  • Vacation Delegate(a.k.a., Approval Delegate): Lists all users who are on vacation and their delegates.

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